Workiva Inc. (WK) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.14K Followers Follow Workiva Inc. ( WK ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 7:25 PM EDT Company Participants Julie Iskow - CEO, President & Director Presentation Unknown Analyst I think we can go ahead and get started. Thank you all for coming today. I have the pleasure of hosting Workiva, CEO, Julie Iskow. Julie, thank you for being here with me today. Julie Iskow CEO, President & Director Thank you. Pleasure to be here. Unknown Analyst We're going to touch on some near-term dynamics. But first, I'd like to start with your longer-term view of the business. So Julie... Julie Iskow CEO, President & Director I'll jump right in? Question-and-Answer Session Unknown Analyst When you look 5 years out, what do you want Workiva to become today that it's not? Julie Iskow CEO, President & Director Well, let me start by saying what it is today, and Workiva as a trusted platform for the office of the CFO. We manage the data that matters most for that office. And what we have become is a platform that is managing regulatory work for customers in 3 key categories: financial reporting, non-financial or sustainability reporting, and then GRC or Governance, Risk and Compliance, which is audit, risk controls, et cetera. So that's what we do today, those 3 categories, and we do primarily the reporting around those categories. But as we've evolved and as new technology like AI, and particularly agentic AI, has come into the scene, we've been transforming our platform, agentic-first, and the combination of the platform that we have today. With that transformation and AI, in particular, agentic AI, what we are able to do now is expand into the broader realm of regulatory work beyond -- even beyond the categories that we do today, but it's also more -- doing more than just the report itself with agentic AI, which has planning, and reasoning, and executing, and taking action, there